Integrate Freshworks CRM with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and QuickBooks Online

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

Want to explore Freshworks CRM + QuickBooks Online quick connects for faster integration? Here’s our list of the best Freshworks CRM + QuickBooks Online quick connects.

Explore quick connects

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Connect Freshworks CRM + QuickBooks Online in easier way

It's easy to connect Freshworks CRM + QuickBooks Online without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

  • Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

How Freshworks CRM & QuickBooks Online Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshworks CRM to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshworks CRM and QuickBooks Online

Freshworks CRM?

Freshworks CRM is a cloud-based software that helps small and mid-sized businesses manage their entire customer relationships. It helps increasing sales, streamlines processes, enhances customer service scores, and makes your business more profitable. It has a wide range of features including Leads, Contact Management, Customer Service, Marketing Automation, Sales Analytics, and more. By using Freshworks CRM, you can easily set up a template for each customer, so you can send them an email with their favorite greeting and include a discount for their favorite product. You can also run a campaign by setting a date and a budget, and then track it to see how many people responded to it. You can also integrate QuickBooks Online to Freshworks CRM to quickly access the details of every client you have worked with.

QuickBooks Online?

QuickBooks Online is an accounting software that simplifies the accounting process for small businesses. It is easy to use, which reduces the time needed to understand its functions. It also has a number of useful features including invoicing, time tracking, inventory management, payrpl, and more. Automating these functions helps you save time that you can spend on other important tasks. You can integrate QuickBooks Online with Freshworks CRM to get detailed information about your clients’ activities on your website. This way, you can know what they are interested in buying, which can help you send them an email with their favorite product being discounted.

The integration of Freshworks CRM and QuickBooks Online reduces the amount of effort needed to manage your clients while increasing the amount of revenue generated from them. It also increases the number of clients you have because you can efficiently communicate with them about their interests.

Integration of Freshworks CRM and QuickBooks Online

Integrating Freshworks CRM with QuickBooks Online enables you to access all the information about your clients right away. Instead of accessing different programs to gather this information, you can simply log in to one platform. This will also reduce the time spent on managing your clients by up to 50% because you do not need to manually type in the information for each customer.

Benefits of Integration of Freshworks CRM and QuickBooks Online

Using Freshworks CRM allows you to automatically generate reports for your clients so you can easily review their actions on your website. You can also send customized emails to each client after they have made a purchase so you can offer products that they might be interested in purchasing next. These features allow you to find out what your clients want so you can better serve them.

The process to integrate Freshworks CRM and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm